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Planning the migration: Flow and Apex boundaries

JSBC Labs retrospective note4 min read

Why this deserves attention

Declarative and programmatic automation are complementary when their responsibilities are explicit. A sound design makes this explicit before implementation begins.

Competing automations on the same object create duplicated rules, uncertain order and difficult incident analysis. On 28 February 2026, this archive entry records the principle as a practical design concern rather than a product announcement.

Control the transition

Look at flow and apex boundaries through how to move from the current state without losing service or trusted information. The objective is not to introduce more process; it is to expose the few decisions that determine reliability, ownership and future change.

Use Flow for visible orchestration and straightforward rules, Apex for complex reusable logic, and document the boundary. Record the decision close to the solution so that delivery, support and future architecture reviews work from the same intent.

What good looks like

Administrators and developers can change the platform without surprising one another. The team can describe the expected behaviour, the owner, the evidence of success and the response when reality differs from the design.

A useful next step is to review one live implementation against this principle, identify the largest unowned assumption and turn it into a bounded improvement with a measurable outcome.